Lido Advisors
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Lido Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Lido Advisors’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,300
Closed -$172K – 1513
2024
Q2 		$172K Hold
1,300
– – ﹤0.01% 1303
2024
Q1 		$172K Hold
1,300
– – ﹤0.01% 1280
2023
Q4 		$165K Buy
+1,300
New +$150K ﹤0.01% 1246

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lido Advisors's ITA Position: Q1 2026 in Review

Lido Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 7.8% in Q1 2026, selling an estimated $423K and leaving 21,253 shares worth $4.65M. The position accounts for 0.01% of the portfolio, ranked #470.

Lido Advisors first reported a position in ITA in Q3 2017 and has held it in 28 quarters since. The position peaked at $6.91M in Q3 2018. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Lido Advisors held 21,253 shares of iShares US Aerospace & Defense ETF worth $4.65M as of Q1 2026.
  • Lido Advisors sold 1,808 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $423K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #470 holding.
  • Lido Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2017 and has held it in 28 quarters since.
  • Lido Advisors's iShares US Aerospace & Defense ETF position peaked at $6.91M in Q3 2018.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.